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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Jay M. Harris who wrote (3120)7/16/1998 6:31:00 AM
From: Gary105  Read Replies (2) of 3736
 
Jay, it looks like you have much insight into this company. Do you think its a good time to buy or would you wait? Any insight on how much of their business is Asia where large cap. equip. purchases are being deferred? Imo most '98 cap equip purchases were planned/authorized in '97 and real impact of Asia on cap equip. will occur in '99.

Thanks,

Gary
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